Payroll & HR Solutions For Today's Small To Medium Businesses
REQUEST A QUOTE
Company Payroll Setup Form
Company Legal Name
DBA (if applicable)
Address Line 2
District of Columbia
Northern Mariana Islands
U.S. Virgin Islands
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
What is your entity type?
LLC though taxed as S-Corp
I don't know
Executive Contact Information
Executive Contact Name
Executive Contact Title
Executive Contact Email
Executive Cell Phone
Authorized Payroll Contact
Would you like to add an authorized payroll contact person?
Payroll Contact Name
Payroll Contact Title
Payroll Contact Email
Payroll Contact Phone
Payroll Contact Cell Phone
Federal Employer Identification Number
This is a 9 digit number that follows the format of 12-3456789 which is issued by the IRS
Total Number of Employees
Have you paid employees this year?
Do you want to offer direct deposit to your employees?
Yes, 100% direct deposit is the goal
Yes, some direct deposit and some live checks
No, live checks only
Would you like for us to set up any divisions and/or departments for labor cost reporting?
Would you like for us to track and manage your paid time off accrual policy (i.e. vacation, sick, etc.)?
If so, then we will need a copy of your time off accrual policy and accrual rates and balances by employee.
Do you have a company sponsored retirement plan?
Yes, we offer a 401(k)
Yes, we offer a Simple IRA
Yes, we offer a 403(b)
No, we do not
Do you have any active garnishments for any of your employees?
We will need copies of any active garnishment orders
If an employee has a garnishment, you have the option of charging a garnishment handling fee of $5 per month. Would you like to auto-deduct this fee from their payroll check?
Who is your workers' compensation insurance provider?
What is the PERIOD END date for your first payroll?
MM slash DD slash YYYY
This is when you would cut off the hours for any hourly employees and/or the day that you would pay through for any salary employees. If unsure, just leave blank.
When will your first CHECK DATE on our service be?
MM slash DD slash YYYY
Please allow 3-5 business days for setup. If you are unsure of this date, just leave it blank.
Anything else we should know about your pay periods and/or check dates?
What accounting software do you use?
QuickBooks Online (Web Version)
Peachtree / Sage 50
Would you like for us to provide a General Ledger Report and/or an interface file that can be imported back into your accounting software?
Yes, both please
Yes, but all I need is the report
Would you like to enter your banking information now?
Please enter the banking information for the business' payroll account. This is the account we will use for: paying employees and for the payroll debit (including direct deposits, taxes, and fees). If you wish to use more than one bank account for some reason, please specify the details in the Special Instructions sections at the bottom of this form.
Bank Routing Number
This is a 9 digit number that is in the lower left position of your check
Bank Account Number
What else can we help you with?
Time and Attendance System
Workers Compensation Insurance (Pay-As-You-Go)
Group Health Insurance/Employee Benefits
Retirement Plans (Simple IRA or 401K)
Please provide any detailed special instructions you need:
Ready To Submit
Please review the information entered above for accuracy. When you are done, please click the submit button below. Upon receipt of this information, we will prepare the "New Client Set Up Forms" and we will e-mail them to the address specified below. We recommend that you use YOUR e-mail address so that you can review the forms before presenting them to the Executive Contact for signature. If you are the Executive Contact, please re-enter your e-mail address as the preparer below.
Preparer's Email Address
We will email the prepared signature pages to this email address